+435.7%
MOV vs VOO
+817.1%
-381.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -12.9% | +0.1% | -13.0% | -13.1% |
| 3M | -8.4% | +2.0% | -10.5% | -10.8% |
| 6M | +39.9% | +13.0% | +26.8% | +20.3% |
| YTD | +68.9% | +13.6% | +55.4% | +44.7% |
| 1Y | +86.9% | +20.1% | +66.8% | +49.7% |
| 3Y | +49.4% | +77.6% | -28.2% | -26.7% |
| 5Y | +36.9% | +82.4% | -45.6% | -34.4% |
| 10Y | +125.9% | +316.8% | -190.9% | -65.8% |
| All | +435.7% | +817.1% | -381.4% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling